See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,101 | $86,929+9.4% | $102,423-7.1% | $80,856+17.6% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 10.41% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $335 | $2,369-85.9% | $3,023-88.9% | $2,755-87.8% |
| Participant deferral / active EE | $3,567 | $4,118-13.4% | $5,053-29.4% | $4,296-17.0% |
| Admin fee / account holder | $2,299 | $8,049-71.4% | $9,451-75.7% | $6,918-66.8% |